Analyst track record

Mark Lipacis

Evercore. BullRecon tracks source-verified rating actions and evaluates only completed performance windows.

All analysts
Qualified calls
20
Adjusted win rate
+75%
Avg excess return
—
Confidence
medium
Published history

Latest source-verified calls

INTC
Evercore
Outperform
Action
Reiterate
Target
USD133
Oct 30, 2026
KLAC
Evercore
Outperform
Action
Reiterate
Target
USD185
Oct 29, 2026
AMAT
Evercore ISI
Outperform
Action
Target Cut
Target
USD590
Oct 15, 2026
MRVL
Evercore ISI
Outperform
Action
Target Raise
Target
USD433
Oct 7, 2026
AVGO
Evercore
Outperform
Action
Target Cut
Target
USD578
Sep 3, 2026
AVGO
Evercore ISI
Outperform
Action
Target Cut
Target
USD578
Sep 3, 2026
CRDO
Evercore ISI
Outperform
Action
Target Cut
Target
USD292
Sep 2, 2026
CRDO
Evercore
Action
Maintain
Target
USD292
Sep 2, 2026
NVDA
Evercore ISI
Outperform
Action
Target Raise
Target
USD465
Aug 27, 2026
NVDA
Evercore
Outperform
Action
Target Raise
Target
USD465
Aug 27, 2026
AMD
Evercore ISI
Outperform
Action
Maintain
Target
USD579
Aug 5, 2026
QCOM
Evercore ISI
In-Line
Action
Target Cut
Target
USD159
Jul 30, 2026
QCOM
Evercore
Action
Maintain
Target
USD159
Jul 30, 2026
TER
Evercore ISI
Outperform
Action
Maintain
Target
USD420
Jul 30, 2026
TXN
Evercore ISI
Outperform
Action
Target Raise
Target
USD330
Jul 23, 2026
LRCX
Evercore ISI
Outperform
Action
Target Raise
Target
USD355
Jul 20, 2026
ON
Evercore ISI
Outperform
Action
Target Raise
Target
USD137
Jun 26, 2026
CRDO
Evercore ISI
Outperform
Action
Initiate
Target
USD325
Jun 22, 2026
ADI
Evercore ISI
Outperform
Action
Target Raise
Target
USD474
May 21, 2026
NVDA
Evercore ISI
Outperform
Action
Target Raise
Target
USD413
May 21, 2026
MRVL
Evercore ISI
Outperform
Action
Target Raise
Target
USD155
May 19, 2026
AMD
Evercore ISI
Outperform
Action
Maintain
Target
USD579
May 18, 2026
AMAT
Evercore ISI
Outperform
Action
Target Raise
Target
USD515
May 15, 2026
ARM
Evercore ISI
Outperform
Action
Target Raise
Target
USD326
May 7, 2026
QCOM
Evercore ISI
In-Line
Action
Target Raise
Target
USD179
Apr 30, 2026
TER
Evercore ISI
Outperform
Action
Target Cut
Target
USD370
Apr 30, 2026
NXPI
Evercore ISI
Outperform
Action
Target Raise
Target
USD320
Apr 29, 2026
TER
Evercore ISI
Outperform
Action
Target Raise
Target
USD430
Apr 28, 2026
INTC
Evercore
Action
Maintain
Target
USD95
Apr 24, 2026
TXN
Evercore ISI
Outperform
Action
Target Raise
Target
USD316
Apr 23, 2026
LRCX
Evercore ISI
Outperform
Action
Target Raise
Target
USD300
Apr 23, 2026
ARM
Evercore ISI
Outperform
Action
Target Raise
Target
USD227
Mar 25, 2026
AVGO
Evercore ISI
Outperform
Action
Target Raise
Target
USD582
Mar 5, 2026
MRVL
Evercore ISI
Outperform
Action
Target Cut
Target
USD133
Mar 4, 2026
AMD
Evercore ISI
Outperform
Action
Target Raise
Target
USD358
Feb 25, 2026
ADI
Evercore ISI
Outperform
Action
Target Raise
Target
USD387
Feb 19, 2026
QCOM
Evercore ISI
In-Line
Action
Target Cut
Target
USD134
Feb 5, 2026
ARM
Evercore ISI
Outperform
Action
Target Cut
Target
USD170
Feb 5, 2026
ARM
Evercore
Outperform
Action
Target Cut
Target
USD170
Feb 5, 2026
NXPI
Evercore ISI
Outperform
Action
Target Cut
Target
USD260
Feb 4, 2026
TER
Evercore ISI
Outperform
Action
Target Raise
Target
USD320
Feb 4, 2026
TER
Evercore ISI
Outperform
Action
Target Raise
Target
USD280
Feb 3, 2026
LRCX
Evercore ISI
Outperform
Action
Target Raise
Target
USD275
Jan 29, 2026
KLAC
Evercore
Outperform
Action
Target Raise
Target
USD170
Jan 26, 2026
INTC
Evercore ISI
In-Line
Action
Target Raise
Target
USD45
Jan 23, 2026
ADI
Evercore ISI
Outperform
Action
Target Cut
Target
USD282
Nov 26, 2025
KLAC
Evercore ISI
Outperform
Action
Target Raise
Target
USD135
Oct 30, 2025
TER
Evercore ISI
Outperform
Action
Target Raise
Target
USD200
Oct 30, 2025
TER
Evercore ISI
Outperform
Action
Target Raise
Target
USD175
Oct 28, 2025
ARM
Evercore ISI
Outperform
Action
Target Raise
Target
USD178
Sep 11, 2025
ADI
Evercore ISI
Outperform
Action
Target Raise
Target
USD303
Aug 21, 2025
NXPI
Evercore ISI
Outperform
Action
Target Raise
Target
USD289
Jun 12, 2025
QCOM
Evercore ISI
In-Line
Action
Target Cut
Target
USD157
May 2, 2025
QCOM
Evercore ISI
In-Line
Action
Target Cut
Target
USD179
Feb 6, 2025
NXPI
Evercore ISI
Outperform
Action
Target Cut
Target
USD315
Nov 6, 2024

The 126-session metric starts from the first completed session after each public call and subtracts SPY performance over the same window. Historical results are not investment advice.